Relationship Manager - DD Channel

Bharti AXA Life Insurance; New Delhi; On-site; INR 500,000 - 900,000; Full time

Job summary

Bharti AXA Life Insurance is seeking a Relationship Manager Direct Channel (DD) to acquire new customers directly, generate quality leads, and promote life insurance products while hitting assigned business targets.

You will build long-term relationships, tailor protection and savings plans to customer needs, ensure a superior customer experience, and coordinate with underwriting, operations, and service teams to drive smooth policy issuance and renewals.

Responsibilities

• Generate new business through direct sales activities and digital leads.
• Identify potential customers for life insurance and investments.
• Meet customers to understand financial goals and recommend plans.
• Achieve targets related to premium collection and policy issuance.
• Maintain strong customer relationships for repeat business and referrals.
• Coordinate with underwriting, operations and customer service for smooth processing.
• Participate in lead generation campaigns and promotional activities.
• Ensure timely follow-up of leads through policy issuance.

Job description

Company: Bharti AXA Life Insurance

Designation: Relationship Manager Direct Channel (DD)

JOB SUMMARY:

The Relationship Manager Direct Channel is responsible for acquiring new customers directly, generating quality leads, promoting life insurance products, and achieving assigned business targets. The role requires building long-term customer relationships, understanding financial protection needs, providing suitable insurance solutions, and ensuring excellent customer experience throughout the sales cycle.

KEY RESPONSIBILITIES:

• Generate new business through direct sales activities, customer references, walk-ins, corporate leads, and digital lead sources.
• Prospect and identify potential customers for life insurance and investment solutions.
• Meet customers to understand their financial goals and recommend suitable protection and savings plans.
• Achieve individual sales targets related to premium collection, policy issuance, and revenue generation.
• Develop and maintain strong customer relationships to maximize repeat business and referrals.
• Handle customer objections professionally and provide suitable insurance solutions.
• Ensure timely follow-up of generated leads until successful policy issuance.
• Coordinate with underwriting, operations, and customer service teams for smooth policy processing.
• Participate in lead generation campaigns, corporate events, financial awareness programs, and promotional activities.
• Maintain policy persistency by conducting regular customer engagement and renewal follow-ups.
• Stay updated with insurance products, market trends, competitor offerings, and regulatory guidelines.
• Follow all IRDAI regulations, compliance standards, and company sales processes.